Find Jobs
Find Jobs Near You – Available Work in Your Location
Skip to job details
IG
Insight Global
Portfolio Manager
Career Insights for Investment Fund Manager
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on California data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
An Investment Fund Manager plans, directs, or coordinates investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.
$175,547 / year median in California
+8% projected growth
Job Description
Job Description Due to continued growth, we are seeking a Portfolio Manager to join our Construction Lending team. This role is responsible for overseeing an active portfolio of approximately 300 construction loans, proactively identifying and mitigating risk, ensuring loans remain compliant with lending requirements, and supporting the overall health of the loan portfolio. The ideal candidate is highly analytical, organized, and thrives in a fast-paced environment where managing multiple priorities is essential. This individual will have the opportunity to take on leadership responsibilities and potentially manage team members as the department continues to grow. Key Responsibilities Manage and monitor an active portfolio of approximately 300 construction loans. Perform ongoing credit risk analysis and identify potential issues before they become significant concerns. Review loan performance, financial information, covenant compliance, and collateral risk. Identify early warning signs of credit deterioration and implement proactive risk mitigation strategies. Handle defaulted loans, workout strategies, and resolution plans when necessary. Maintain accurate and organized loan documentation throughout the life cycle of each loan. Prepare portfolio performance reports and present findings to leadership. Conduct periodic loan reviews and audits to ensure adherence to internal policies and underwriting standards. Partner with underwriting, servicing, and credit teams to ensure consistent portfolio management practices. Support process improvement initiatives and contribute to the ongoing growth of the department. Assist with mentoring, training, and eventually managing team members as the organization expands. Day-to-Day Responsibilities Monitor portfolio activity and analyze risk exposure across active loans. Review borrower financials, project progress, draw requests, and funding activity. Track covenant compliance and escalate exceptions when appropriate. Maintain watchlists and proactively address potential problem loans. Review loan files for completeness and audit readiness. Collaborate with internal teams to resolve issues impacting loan performance. Utilize Excel and reporting tools to analyze portfolio trends and generate risk reports. Conduct portfolio health reviews and provide recommendations to leadership. Prioritize multiple loan relationships and competing deadlines while maintaining exceptional attention to detail. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.
To learn more about how we collect, keep, and process your private information, please review
To learn more about how we collect, keep, and process your private information, please review